【几内亚铝土矿扰动再起，氧化铝能否延续强势？】金十期货5月20日讯，氧化铝主力合约小幅震荡，日内涨幅超1%。中银期货表示，从消息面看，几内亚政府撤销采矿许可证范围或将扩大，涉及一百余家从事战略矿产资源开发的企业，范围涵盖黄金、铁矿、钻石、铝土矿等多个关键矿产领域。基本面，国内氧化铝企业开工率下滑，氧化铝行业利润从2024年12月的2600元/吨下滑至280元/吨。后期需关注几内亚政策进展、国内产能变化及电解铝开工率等关键因素。短期价格反弹有望延续。
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